Vodacom Group Limited

JSE:VOD 주식 리포트

시가총액: R293.1b

Vodacom Group 과거 순이익 실적

과거 기준 점검 5/6

Vodacom Group은 연평균 2.5%의 비율로 수입이 증가해 온 반면, Wireless Telecom 산업은 수입이 9.6% 증가했습니다. 매출은 연평균 12%의 비율로 증가했습니다. Vodacom Group의 자기자본이익률은 24.9%이고 순이익률은 12.3%입니다.

핵심 정보

2.50%

순이익 성장률

-1.20%

주당순이익(EPS) 성장률

Wireless Telecom 산업 성장률13.03%
매출 성장률12.01%
자기자본이익률24.93%
순이익률12.32%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 16

VOD: Neutral UBS View Will Support Margin Strength And Future Upside

Analysts have slightly reduced their Vodacom Group price target to about ZAR201, as they recalibrate assumptions for slower revenue growth, slightly stronger profit margins and a marginally lower future P/E multiple, in line with recently initiated neutral coverage from the Street. Analyst Commentary Recent commentary around the neutral initiation highlights a balanced view on Vodacom Group, with some analysts pointing to a mix of steady fundamentals and valuation support even as overall ratings remain cautious.
내러티브 업데이트 Apr 29

VOD: Neutral UBS Initiation And Margin Risks Will Likely Cap Upside

Analysts keep their ZAR fair value estimate steady at ZAR130.00 for Vodacom Group, pointing to slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a marginally lower future P/E assumption, supported by recent neutral initiation commentary from UBS and peers. Analyst Commentary Recent neutral commentary highlights a mixed setup for Vodacom Group, with the ZAR130.00 fair value estimate held steady but framed by a cautious tone on revenue growth, margins, and the future P/E assumption.
내러티브 업데이트 Apr 15

VOD: Neutral Stance And Margin Pressure Will Likely Cap Future Upside

Analysts have maintained their Vodacom Group fair value estimate at ZAR130.00 per share. Updated assumptions reflect higher modelled revenue growth, a lower profit margin and a slightly lower future P/E multiple, in line with recent neutral Street research on the stock.
내러티브 업데이트 Apr 01

VOD: Neutral UBS Stance Will Support Higher Future Earnings Multiple

Analysts have nudged their Vodacom Group price target slightly higher to ZAR201.69 from ZAR200.72, reflecting updated assumptions around revenue growth, profit margins and future P/E following recent research that includes a new neutral stance from UBS on the shares. Analyst Commentary Bullish analysts see the latest ZAR201.69 price target as consistent with a view that Vodacom Group can support its current P/E assumptions if it executes reliably on revenue and margin expectations.
내러티브 업데이트 Mar 18

VOD: Lower Growth And Higher Margins Will Shape Balanced Medium Term Outlook

Analysts have adjusted their Vodacom Group price target slightly higher from ZAR150.00 to ZAR151.88. This reflects updated assumptions that balance a lower revenue growth outlook with a higher profit margin and a modestly lower future P/E and discount rate.
내러티브 업데이트 Mar 04

VOD: Modest Margin Pressure Will Likely Restrain Future Upside Potential

Analysts have increased their Vodacom Group price target from ZAR125 to ZAR130, citing updated assumptions that reflect slightly higher modelled revenue growth, a modest adjustment to profit margins and a lower discount rate, while keeping the expected future P/E essentially unchanged. Valuation Changes Fair Value: raised from ZAR125 to ZAR130, representing a modest upward adjustment.
내러티브 업데이트 Feb 16

VOD: Potential Safaricom Stake Increase Will Support Higher Future Earnings Multiple

Analysts have raised their Vodacom Group price target from ZAR180.39 to ZAR200.72, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation anchor. What's in the News Vodacom Group is in talks with the Kenyan government about potentially acquiring part of the state’s stake in Safaricom Ltd., according to people familiar with the matter, with discussions described as ongoing and not final (Key Developments).
내러티브 업데이트 Feb 02

VOD: Safaricom Stake Talks And Dividend Will Shape Balanced Medium-Term Outlook

Analysts have nudged their price target for Vodacom Group slightly higher, from R148.33 to R150.00. The change reflects updated assumptions around revenue growth, profit margins and future P/E expectations.
내러티브 업데이트 Jan 19

VOD: Safaricom Stake Talks And Dividend Will Support Balanced Medium-Term Outlook

Analysts have raised their fair value estimate for Vodacom Group from R146.44 to R148.33 per share. This reflects updated assumptions that combine higher revenue growth expectations with slightly lower profit margin forecasts and an unchanged forward P/E multiple.
분석 기사 Jan 07

Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing

Vodacom Group Limited's ( JSE:VOD ) price-to-earnings (or "P/E") ratio of 15x might make it look like a strong sell...
내러티브 업데이트 Jan 05

VOD: Safaricom Stake Talks And Dividend Strength Will Support Steady Outlook

Analysts have nudged their price target for Vodacom Group higher, lifting fair value from R145.22 to R146.44, as small adjustments to projected revenue growth, profit margins and future P/E assumptions filter through their models. What's in the News Vodacom is in discussions with the Kenyan government about potentially acquiring part of its stake in Safaricom, where Vodacom already holds a 39.93% interest, according to people familiar with the talks (M&A Rumors and Discussions).
내러티브 업데이트 Dec 19

VOD: Dividend, Margins And Safaricom Stake Moves Will Shape Steady Outlook

Analysts have raised their price target on Vodacom Group slightly, from ZAR 122.00 to ZAR 125.00. They cited a modestly improved profit margin outlook and a marginally lower discount rate, which more than offset slightly reduced revenue growth expectations and a marginally lower future P/E assumption.
내러티브 업데이트 Dec 05

VOD: East African Expansion And Dividend Payout Will Support Steady Outlook

Analysts have modestly raised their price target on Vodacom Group from approximately R140.80 to about R145.22 per share. This reflects slightly lower discount rate assumptions and a marginally higher future price to earnings multiple, which together more than offset small trims to long term revenue growth and profit margin expectations.
분석 기사 Dec 01

Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 13

Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30

The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will pay a dividend on the 1st of December, with...
내러티브 업데이트 Oct 06

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

Vodacom Group's analyst price target has been slightly reduced from R142.67 to R140.80, as analysts factor in upward revisions to forecasted revenue growth and profit margins. This is partially offset by a lower future P/E ratio.
내러티브 업데이트 Sep 04

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

With consensus forecasts for revenue growth and net profit margin both remaining stable, analysts have maintained Vodacom Group’s fair value estimate unchanged at ZAR142.67. What's in the News Vodacom Group approved an amendment to the company's memorandum of incorporation at its annual general meeting.
분석 기사 Aug 27

Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 16.6x Vodacom Group Limited ( JSE:VOD ) may be sending very bearish...
분석 기사 Aug 06

Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
분석 기사 Jul 16

We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Key Insights Vodacom Group's Annual General Meeting to take place on 22nd of July CEO Mohamed Shameel Joosub's total...
분석 기사 Jun 15

Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year

Vodacom Group Limited ( JSE:VOD ) will increase its dividend from last year's comparable payment on the 23rd of June to...
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새로운 내러티브 Nov 13

Expanding Digital Horizons And Smashing Barriers To Drive Growth In African Telecom Markets

Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams.

매출 및 비용 세부 내역

Vodacom Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

JSE:VOD 매출, 비용 및 순이익 (ZAR Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26167,65220,6472,2570
31 Dec 25163,96319,7552,1430
30 Sep 25160,27418,8632,0280
30 Jun 25156,25117,7311,9710
31 Mar 25152,22716,5981,9140
31 Dec 24151,78115,6742,0040
30 Sep 24151,33414,7502,0930
30 Jun 24150,96415,5212,1250
31 Mar 24150,59416,2922,1560
31 Dec 23144,42516,8522,1320
30 Sep 23138,25517,4122,1080
30 Jun 23128,71317,0902,0220
31 Mar 23119,17016,7671,9360
31 Dec 22112,88216,5631,9630
30 Sep 22106,59316,3581,9890
30 Jun 22104,66516,7611,9380
31 Mar 22102,73617,1631,8860
31 Dec 21101,52516,6301,8150
30 Sep 21100,31416,0961,7440
30 Jun 2199,30816,3391,7310
31 Mar 2198,30216,5811,7180
31 Dec 2096,25216,8611,7280
30 Sep 2094,20117,1401,7380
30 Jun 2092,47416,5421,8230
31 Mar 2090,74615,9441,9070
31 Dec 1989,52816,0181,9020
30 Sep 1988,30916,0921,8970
30 Jun 1987,46815,4571,9090
31 Mar 1986,62714,8221,9200
31 Dec 1886,85514,9401,9100
30 Sep 1887,08215,0581,8990
30 Jun 1886,72615,2011,9710
31 Mar 1886,37015,3442,0430
31 Dec 1784,74614,5852,0810
30 Sep 1783,12213,8262,1180
30 Jun 1782,20013,6222,0820
31 Mar 1781,27813,4182,0460
31 Dec 1681,47713,1572,0610
30 Sep 1681,67612,8952,0750
30 Jun 1680,87712,9062,0580
31 Mar 1680,07712,9172,0410
31 Dec 1577,79212,9321,9520
30 Sep 1575,50612,9461,8630
30 Jun 1575,00312,8091,9120

양질의 수익: VOD는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: VOD의 현재 순 이익률 (12.3%)은 지난해 (10.9%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: VOD의 수익은 지난 5년 동안 연평균 2.5% 증가했습니다.

성장 가속화: 지난 1년간 VOD 의 수익 증가율(24.4%)은 연간 평균(2.5%)을 초과합니다.

수익 대 산업: VOD의 지난 1년 수익 증가율(24.4%)은 Wireless Telecom 업계 평균(40.8%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: VOD의 자본 수익률(24.9%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 06:50
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

Vodacom Group Limited는 23명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jonathan BradleyAbsa Bank Limited
Niel VenterAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.